Everyone's watching rates—but they're missing the real Fed signal

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Commodities, Investments, Economics, Trading, News, Stocks, Oil, Uranium, Business News, Crypto, Investing, Crisis, Business, Gold, Industry, Debt, Macroeconomics, Talk, Research, Personal, Geopolitics, Curzio, Finance, Tokens

4.6 • 1.1K Ratings

🗓️ 29 October 2025

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Forget interest rates—watch the Fed's balance sheet. Plus, Big Tech earnings… Nvidia's (NVDA) dominance… Apple's (AAPL) upside… What Caterpillar's (CAT) results say about tariffs… Amazon's (AMZN) layoffs… And the AI bubble debate. In this episode: Is the NBA fixed? [1:58] Forget interest rates—watch the Fed's balance sheet [7:52] Big Tech reports earnings this week: Key metrics to watch [13:05] The “secret sauce” to Nvidia's AI dominance [16:35] Is Apple going to $300 per share? [24:37] What Caterpillar's record results tell us about tariffs [30:04] Amazon's massive layoffs should surprise no one [33:52] These two Curzio AI winners have way more upside [42:47] Ignore AI bubble talk—focus on this instead [50:33] Editor's note: Don't miss our next big Curzio AI winner! Frank just recommended a solar stock with groundbreaking tech that increases energy output by 25% vs. traditional solar panels. Discover why this stock could easily triple from current levels. Join Curzio AI today and get 70% OFF: https://secure.curzioresearch.com/checkout/cai-power-postevent.php?utm_source=Libsyn&utm_medium=251029_cai_powercrisis_libsyn Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Transcript

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0:00.0	Wall Street Unplug looks beyond the regular headlines, heard on mainstream financial media,
0:07.0	to bring you unscripted interviews and breaking commentary direct from Wall Street,
0:11.3	write to you on Mainstream.
0:15.8	Let's go out there, as October 29th.
0:18.6	I'm Frank Curious.
0:19.2	The Wall Street Unplug podcast, right back that headlines.
0:20.5	And... Torch 29th. I'm Frank Curse. The Wall Street and Plug that podcast, I'll back that headlines.
0:21.6	And,
0:37.3	uh, I'll tell you what's really well with these markets. Mr. Creech, what's going on, man? How's everything? Everything is good. Frank. I missed you last week again. It's great to see you. Great to see you. It's going to be missing me a lot. Good conference coming up.
0:57.0	I'm going to miss Wednesday's podcast because I will be at the New Orleans conference. That's right. You're going on another vacation. Another vacation. Doing lots of business. Lots of good meetings set up. You know, I feel bad for those guys because it was so pumped with this. It's a pretty big conference, New Orleans conference. It's been around for decades. Last year, it was really weak. You know, gold wasn't really doing that good.
1:11.0	It was okay, but, you know, the crowd wasn't that good. Now I'm hearing a lot of these conferences, one in Denver. They're very crowded, lots of deals going on. And then this one already in set, Goal was at all-time highs. We see a 20% pullback. a lot of these stocks are getting hit right now. Hopefully don't lose that excitement. Those are conferences that really need a lot of excitement because the
1:14.3	content can sometimes be a little boring because everyone goes up there and tells you the exact
1:18.4	reason, the exact same reason why they're buying gold every single presentation. You have geologists
1:24.0	up there talking about rocks. It's not the most entertaining thing. But when you feel a vibe, I mean, you're going to feel it, I think, when gold and silver where they are, they pull back a little bit, but it's really nice to see. Yeah. Do you think the average Joe understands the opportunity there? No. Like the pullback is a gift. I mean, that's what you want going into that conference. And we've seen it. We've seen it. We've seen it. We've seen it how trends work.
1:44.7	I mean, you've seen the Bitcoin numerous times, right?
1:46.7	And Bitcoin's pulling back a little bit now.
1:48.4	It's, you know, it gives you these opportunities, right? It's not been this straight line up in the air what everybody thinks, even though Mark's at all-time highs. But, you know, a lot to get to today. I think a lot to get to.
1:57.5	Not too much to talk about.
1:59.5	No, Frank, we got to start.
2:00.8	I already tease this.
2:01.5	We got to do this.
2:03.2	He's so excited.
	...

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